401k Plan data: CPI-MGMT COMPANY 401 K PROFIT SHARING PLAN TRUST plan

CPI-MGMT COMPANY 401 K PROFIT SHARING PLAN TRUST 401k Plan overview

Plan Name	CPI-MGMT COMPANY 401 K PROFIT SHARING PLAN TRUST
Plan identification number	001

CPI-MGMT COMPANY 401 K PROFIT SHARING PLAN TRUST Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

CPI-MGMT COMPANY has sponsored the creation of one or more 401k plans.

Company Name: CPI-MGMT COMPANY

Employer identification number (EIN): 473842957

NAIC Classification: 531310

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CPI-MGMT COMPANY 401 K PROFIT SHARING PLAN TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01 NICK RICE 2024-09-12
001 2022-01-01 SHIRLEY HORNER 2023-10-04
001 2021-01-01 SHIRLEY HORNER 2022-07-16
001 2020-01-01 SHIRLEY HORNER 2021-07-08
001 2019-01-01 CHERYL ROGERS 2020-10-29 CHERYL ROGERS 2020-10-29
001 2018-01-01 CHAD PEYTON 2019-06-13
001 2017-01-01 DARLEEN ROGERS 2018-06-11
001 2016-01-01 CHERYL ROGERS 2017-05-22

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2023-01-01	NICK RICE	2024-09-12
001	2022-01-01	SHIRLEY HORNER	2023-10-04
001	2021-01-01	SHIRLEY HORNER	2022-07-16
001	2020-01-01	SHIRLEY HORNER	2021-07-08
001	2019-01-01	CHERYL ROGERS	2020-10-29	CHERYL ROGERS	2020-10-29
001	2018-01-01	CHAD PEYTON	2019-06-13
001	2017-01-01	DARLEEN ROGERS	2018-06-11
001	2016-01-01	CHERYL ROGERS	2017-05-22

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Company Name:	CPI-MGMT COMPANY
Employer identification number (EIN):	473842957
NAIC Classification:	531310